Heritage Global (HGBL) Long-Term Investments (2011 - 2026)
Heritage Global (HGBL) posted Long-Term Investments of $19.4 million for Q1 2026, down 7.68% quarter-over-quarter from $21.1 million in Q4 2025, and down 10.37% year-on-year from $21.7 million in Q1 2025.
Heritage Global (HGBL) Long-Term Investments (2011 - 2026) Analysis & Trends
Heritage Global (HGBL) has reported Long-Term Investments for 15 consecutive years, with $19.4 million the latest figure, recorded in Q1 2026.
- Long-Term Investments for Q1 2026 came in at $19.4 million, down 10.37% year-over-year; the trailing twelve-month figure through Mar 2026 was $19.4 million (down 10.37% YoY), and the FY2025 annual result was $21.1 million, up 0.8% from the prior year.
- Long-Term Investments was $19.4 million for Q1 2026 at Heritage Global, down from $21.1 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $22.4 million in Q2 2024 and troughed at $6.5 million in Q1 2022.
- Average Long-Term Investments over 5 years is $17.3 million, with a median of $20.3 million recorded in 2024.
- Year-over-year, Long-Term Investments surged 198.38% in 2022 and slipped 10.37% in 2026.
- Over 5 years, Long-Term Investments stood at $14.0 million in 2022, then soared by 52.87% to $21.4 million in 2023, then fell by 2.2% to $20.9 million in 2024, then climbed by 0.8% to $21.1 million in 2025, then decreased by 7.68% to $19.4 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $19.4 million in Q1 2026, $21.1 million in Q4 2025, and $21.3 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | - |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 25.73 Bn |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | - |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 78.39 Mn |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | - |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | - |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 296.16 Mn |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 100.10 Mn |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | 192.00 Mn |
| 10 | Heritage Global | 448,630.02 | -11.12 Mn | 11.67 Mn | 19.44 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 19.44 Mn |
| Dec 31, 2025 | 21.06 Mn |
| Sep 30, 2025 | 21.33 Mn |
| Jun 30, 2025 | 21.28 Mn |
| Mar 31, 2025 | 21.69 Mn |
| Dec 31, 2024 | 20.89 Mn |
| Sep 30, 2024 | 21.45 Mn |
| Jun 30, 2024 | 22.38 Mn |
| Mar 31, 2024 | 20.27 Mn |
| Dec 31, 2023 | 21.36 Mn |
| Sep 30, 2023 | 16.13 Mn |
| Jun 30, 2023 | 15.78 Mn |
| Mar 31, 2023 | 13.33 Mn |
| Dec 31, 2022 | 13.97 Mn |
| Sep 30, 2022 | 8.50 Mn |
| Jun 30, 2022 | 8.24 Mn |
| Mar 31, 2022 | 6.54 Mn |
| Dec 31, 2021 | 4.68 Mn |
| Sep 30, 2021 | 3.33 Mn |
| Jun 30, 2021 | 2.89 Mn |